enterprise software
6 statements across 6 episodes · 2 bullish · 3 bearish · 6 people on the record · first statement Jul 27, 2023 by Shyam Sankar · across every show →
Everything said about enterprise software, oldest first
Jul 27, 2023 negative
Sankar: Autonomous AI planning will fail in strict enterprise state machines
“The practicalities of an enterprise is there is either an implicit or explicit, and often it's kind of fifty-fifty or some combination, implicit-explicit state machine that represents that enterprise. So the idea that you're just going to have an agent that ki…”
Dec 19, 2024 bearish
Sep 18, 2025
Zhang: Foundation model labs will target consumer applications before enterprise software
“I think it makes a lot of sense for them to push into application layer, and I think they will. In terms of what applications, I mean, generally they'll probably start with applications where it's more consumer prosumer-y because there's, it's just more self-c…”
Feb 26, 2026 bullish
Tiwari: Enterprise software moats lie in system integration, not standalone features
“There are a number of applications that, you know, on paper sound really interesting, like, oh, yeah, I could just rebuild Slack or you could rebuild Salesforce or could rebuild, you know, X, Y, and Z. I think, you know, the, It's not just the product, it's th…”
Apr 17, 2026 bearish
McDermott: Single-function SaaS faces high AI risk; platforms remain safe
“So if you think about companies that do something that span multiple departments or are a serious system of record,
That is very hard to replicate.
They're safe, and they'll, they'll be a part of the future.
If you're serving one function, and what you do is n…”